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iShares 0-1 Year Treasury Bond ETF
SHV

721 hedge funds and large institutions have $9.66B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 68 → 85 (+17)

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

6% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 268

2% more capital invested

Capital invested by funds: $9.49B → $9.66B (+$162M)

0.24% less ownership

Funds ownership: 48.21% → 47.97% (-0.24%)

0% less funds holding

Funds holding: 723 → 721 (-2)

Holders
721
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
9.67%
Holding in Top 10
85
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25%
% of All Funds
1.14%
New
90
Increased
283
Reduced
268
Closed
77
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$268M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88M
5
OC
Oakworth Capital
Alabama
+$84.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.3M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.8M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
251
Two Sigma Securities
New York
$2.98M +$12.4K +112 +0.4%
KPWM
252
KDK Private Wealth Management
Texas
$2.94M -$48.2K -437 -2%
CAL
253
Capital Advisors Ltd
Ohio
$2.92M -$103K -935 -3%
WA
254
Waverly Advisors
Alabama
$2.87M +$2.86M +25,968 New
CF
255
Copperwynd Financial
Arizona
$2.84M +$2.84M +25,737 New
WCWM
256
Wooster Corthell Wealth Management
Connecticut
$2.83M +$1.08M +9,833 +62%
AF
257
Allworth Financial
California
$2.8M +$71.8K +651 +3%
TC
258
Trilogy Capital
California
$2.76M +$2.04M +18,511 +285%
SFA
259
Sequoia Financial Advisors
Ohio
$2.75M -$158K -1,431 -5%
GWA
260
GGM Wealth Advisors
Maryland
$2.75M +$2.75M +24,895 New
OFA
261
Oak Family Advisors
Illinois
$2.72M -$239K -2,170 -8%
CWP
262
Core Wealth Partners
California
$2.71M +$208K +1,887 +8%
PS
263
Principal Securities
Iowa
$2.7M +$551 +5 +0%
AWM
264
Axxcess Wealth Management
California
$2.66M -$1.76K -16 -0.1%
IAS
265
IMA Advisory Services
Colorado
$2.65M +$795K +7,206 +43%
TIAM2
266
Tru Independence Asset Management 2
Oregon
$2.63M -$3.86M -35,014 -60%
HA
267
HFG Advisors
Ohio
$2.61M +$1.26M +11,451 +94%
AG
268
Ascent Group
Virginia
$2.59M +$710K +6,434 +38%
FHA
269
First Horizon Advisors
Tennessee
$2.58M -$373K -3,379 -13%
HWM
270
HB Wealth Management
Georgia
$2.57M +$2.57M +23,308 New
EFG
271
Ethos Financial Group
Pennsylvania
$2.57M – – –
FHC
272
First Heartland Consultants
Missouri
$2.54M +$2.54M +23,009 New
HBT
273
Heartland Bank & Trust
Illinois
$2.52M -$2.2M -19,909 -47%
JWCA
274
J.W. Cole Advisors
Florida
$2.51M +$627K +5,683 +33%
IPW
275
Impact Partnership Wealth
Georgia
$2.5M +$862K +7,816 +53%
9 10
11
12 13

SHV Hedge Fund Activity: Q1 2025 in Review

721 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2025, worth a combined $9.66B — up 1.7% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 77 closed out — a net gain of 13 holders — while 283 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $412M.

  • 721 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2025, down from 723 in Q4 2024.
  • Funds reported $9.66B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2025 and 77 closed out, a net change of +13 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2025 was BlackRock, an estimated $268M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2025.